Wealth Manager

Location: Bangalore

Position: Wealth Advisor

Broader Role / Responsibilities:

Acquisition of Wealth Clients :

1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.

2. Build up the sales funnel via Client Meetings or F2F Presentations to clients.

3. To conduct and assist in organizing seminars, workshops and other business development activities.

4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management.

5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Advisory and Relationship Management

6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.

7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients.

8. To coordinate with product and research team for taking investment decision for the clients.

Candidate

9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job.

10. Candidates having experience in PMS Sales and meeting clints F2F on ground.

11. Impeccable sales skills to handle HNI clients and PMS.

12. Good Sales negotiator and able to close high ticket sales.

13. Good knowledge of Equity Markets and other Investment assets.